Plan5500

Chuck Nash 401(K) Plan — Form 5500 plan (Chuck Nash Chevrolet Buick, Inc.)

Plain-English plan summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Chuck Nash 401(K) Plan is a benefit plan reported by Chuck Nash Chevrolet Buick, Inc. under EIN 74-1892604 and plan number 001. The latest loaded filing year is 2023. The filing reports 138 participants and $7,669,159 in end-of-year plan assets, where available in the loaded dataset.

Key reported metrics

Plan sponsor
Chuck Nash Chevrolet Buick, Inc.
EIN
74-1892604
Plan number
001
Plan type
2
Location
San Marcos, TX
Latest filing year
2023
Participants
138
End-of-year plan assets
$7,669,159

Form 5500 filing history

Filings loaded for this plan
Filing yearParticipantsSchedulesFiling
2023138H, C20241014172446NAL0045477488001

Reported financial statement (2023 · Schedule H)

Net assets

Total assets (EOY)
$7,669,159
Total liabilities (EOY)
$0
Net assets (EOY)
$7,669,159
Net assets (BOY)
$6,981,099

Income & contributions

Employer contributions
$140,309
Participant contributions
$632,761
Total contributions
$1,174,015
Total income / additions
$2,016,454

Expenses & distributions

Benefits paid
$1,283,940
Administrative expenses
$32,895
Total expenses
$1,328,394
Net increase / (decrease)
$688,060

Service provider compensation (Schedule C)

Reported service provider compensation
ProviderServiceDirect comp.Indirect comp.Year
Morgan StanleyINVESTMENT ADVISOR$15,942not reported in the loaded dataset2023
Empower Annuity Insurance Company ORECORDKEEPER$12,299$02023
Empower Advisory Group LLCINVESTMENT MGMT$5,971not reported in the loaded dataset2023
Sentry Life Insurance CompanyRECORDKEEPER$155$02023

Related Form 5500 pages